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Using the MSU Thesis Class

Alan Munn

Department of Linguistics and Languages

amunn@msu.edu

Version 3.0

2021/06/10

Abstract

This is a class file for MSU theses and dissertations. It is based on the memoir class, and

therefore supports all of the functionality of that class. It should generate a document which meets all the basic formatting requirements laid out by the Formatting Guide For Submission of Master’s Theses and Doctoral Dissertations (March 2020) produced by the Graduate School, including requirements for margins, titlepage, page numbering, section titles, sub- and superscript sizes etc.

1

Introduction

Formatting a dissertation according to a University’s thesis requirements is not always a simple task in LATEX, especially since the requirements are generally aimed at MSWord users. Furthermore, most

of the work of formatting a document is supposed to be done by the document class itself, and not by the individual user. Fortunately, Michigan State University’s thesis requirements are for the most part sane, and fairly straightforward. The present class file is designed to further make the process easier for LATEX users, by doing all the heavy lifting for you, so that you can focus on the content and not the

formatting.

2

Background

The MSU Thesis Class is based on thememoirdocument class. Thememoirclass is an extensive class that

incorporates the functionality of many other packages into it. The class is extensively documented, and the documentation (memman.pdf) should be available with any TEX distribution. I strongly recommend

that you familiarize yourself withmemoiras you use the present class.

3

Class Options

In addition to any options passed to the memoir class (e.g. oldfontcommands; see Section 5.4, font

size), themsu-thesistakes five options: one to specify the type of degree, (see Table1), one to enable

landscape page numbering, two to enable per-chapter bibliographies and appendices, and one to make small adjustments to Table of Contents. If no degree option is specified, a Ph.D. dissertation is assumed.

3.1

The

[lscape]

option

The Formatting Guide requires that any lansdscape pages be numbered in landscape mode (i.e. along the long edge of the page) rather than in portrait mode, and rotated in the final PDF. The [lscape]

option enables this. The option loads both thepdflscape package andtikz, and is implemented as a

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Option name

Description

[PhD]

Doctor of Philosophy (default)

[DEd]

Doctor of Education

[DMA]

Doctor of Musical Arts

[DNP]

Doctor of Nursing Practice

[MA]

Master of Arts

[MS]

Master of Science

[MAT]

Master of Arts for Teachers

[MBA]

Master of Business Administration

[MFA]

Master of Fine Arts

[MIPS]

Master of International Planning Studies

[MHRL]

Master of Human Resources and Labor Relations

[MMus]

Master of Music

[MPH]

Master of Public Health

[MPP]

Master of Public Policy

[MSW]

Master of Social Work

[MURP]

Master in Urban and Regional Planning

Table 1: Package degree options

3.2

The

[chapterbib]

option

This option enables per-chapter bibliographies. Each chapter must have its own bibliography. If you are using natbibfor bibliographies, per-chapter bibliographies can be implemented using the chapterbib

package. Please read its documentation carefully, as it requires each chapter to be a separate file. An newer alternative which I highly recommend is to use biblatex for your bibliography, which makes

per-chapter bibliographies very simple. If you have per-chapter bibliographies you cannot have a global bibliography.

3.3

The

[chapterapp]

option

This option enables per-chapter appendices. Any appendix must be associated with its own chapter. If you have per-chapter appendices you cannot have any global appendices.

3.4

The contents options

In 2013 I received reports that the thesis office now requires all elements in the Table of Contents to have the same formatting as they are in the main document, which means that all section, subsection, and subsubsection headings need to be bold. Since this looks very ugly, I have created two options to turn it off, the [plaintoc]option (which makes all ToC entries plain) and[mixedtoc] option (which

makes Chapters bold and other elements plain). I suspect that the thesis office checkers don’t notice this all the time so if you want to have a prettier table of contents and are willing to have that format be corrected, you can use these options to turn off the MSWord inspired ugliness of an entirely bold Table of Contents. I’ve made[plaintoc]the default. If you are forced by the thesis office to have an entirely

bold ToC, use the[boldtoc]option.

3.5

Font size options

As of v2.9, the class now supports10pt,11ptand12ptfont sizes. The default is12pt. If you are using

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larger font like Computer Modern,11pt is probably fine. Use10pt at your own peril, as I suspect the

Thesis Office will not accept it!

4

User commands

In addition to all the user functionality defined by memoir, the msu-thesis class defines seven new

titling commands.

\maketitlepage Makes the main title page for the thesis.

\fieldofstudy{} Takes one argument corresponding to your field of study. \dedication{} Takes one argument (should be short), your dedication.

{publicabstract} Environment for the public abstract (unnumbered, uncounted). \makecopyrightpage Creates the copyright page.

\makededicationpage Creates the dedication page.

\makebibliographypage Creates the bibliography cover page.

5

Using the class

5.1

Logical parts of the document

Most book-length documents are divided into three main kinds of parts: the front matter, the main matter, and the back matter. In memoir (and therefore msu-thesis) these sections are preceded by

the commands\frontmatter,\mainmatter, and\backmatter. These commands tell the class when to

change the page numbering, for example, front matter pages use lower case roman numerals, but main matter pages use arabic numerals.

The basic outline of a dissertation or thesis document is shown in Table2: (your thesis may not have all of these parts, but if it does, they should be in this order.) You can find an annotated copy of the basic structure in thesamplesfolder of themsu-thesisdocumentation.

5.2

What does the class file do?

The class itself sets up the margins, page numbering, and formatting of all of the required pieces. It doesn’t put everything in the right order, so you are responsible for that. The best way to do this is to use the included sample LATEX file as a basic template for your thesis.

5.3

Line Spacing

Thememoirclass provides commands for single and double spacing (\SingleSpacingand\DoubleSpacing)

most of your thesis will be double spaced, but certain parts (such as the table of contents, lists of figures/-tales, bibliography) may be single spaced. This duplicates the functionality of thesetspace package,

which therefore should not be used. For bibliography spacing issues, see also Section5.11.1.

5.4

Font changing commands

Thememoirclass enforces the so-called “new” font changing commands (although they have now been

in use for many years.) This means that it does not allow you to use the commands \bf, \it, \rm,

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\begin{document} \frontmatter

Titlepage

Public Abstract

Abstract

Copyright Page

Dedication

Acknowledgements

Preface

Table of Contents

List of Tables

List of Figures

List of Abbreviations/Symbols

\mainmatter

Chapter 1

Chapter 2

. . .

Chapter n

Appendices

\backmatter

Bibliography

\end{document}

Table 2: Basic structure of a thesis or dissertation

5.5

Extra Packages

Thememoirclass replicates the functionality of many independent packages, so if you are transferring

LATEX source from other documents using the article class, you may encounter some warnings or

errors. Thememoirdocumentation has substantial information about the packages it emulates, and the

packages for which it provides equivalent functionality. See Chap. 18 Sec. 24 of thememoirmanual for

details. Quoting from the manual:

At the time of writing the emulated packages are: abstract, appendix, booktabs, ccaption, chngcntr, crop, enu- merate, epigraph, ifmtarg, ifpdf, index, makeidx, moreverb, needspace, newfile, nextpage, pagenote, patchcmd, parskip, setspace, shortvrb, showidx, titleref, tocbibind, tocloft, verbatim, and verse. As well as the emulated packages memoir provides functions equivalent to those in the following packages, although the class does not prevent you from using them: fancyhdr, framed, geometry, sidecap, subfigure, and titlesec.

The Memoir Class 10th impression, 2015, p.345

5.6

Captions

5.6.1

Caption delimiter

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just consistency I’ve removed colons from the captions entirely, since leaving it in makes the contents lists look really stupid. But in case you or your advisor want the colon in captions, you can add the colon back in by using the Memoir command \captiondelim{:\space}and the class will make sure

the Lists of Tables and Figures match in formatting.

5.6.2

New lists

If you are using other kinds of floats such as listings, you should use the Memoir\newlistofcommand

to make the relevant list. The class provides a macro\msucaptiondelim which can be used to make

sure the formatting of the captions in the list-of-X match the setting you have for Figures and Tables. Here is an example of how you would add a listings list. The following code goes in your preamble:

\newlistof{listoflistings}{lol}{List of Listings} \newfloat[chapter]{listing}{lol}{Listing}

\newlistentry{listing}{lol}{0}

\renewcommand*{\cftlistingname}{Listing\space}

\renewcommand*{\cftlistingaftersnum}{\msucaptiondelim}

Then in your front matter you include a \listoflistings in the same way you would add the \listoffigures or\listoftables (preceded by a \clearpage). In your actual document you would

use. (Note that this code doesn’t actually format a listing as code; you would further embed your favourite code listing environment inside this environment.)

\begin{listing}

Your listing code here \end{listing}

Another common kind of list is a List of Abbreviations. The thesis office seems to want to call this “Key to Abbreviations”. To add such a list, you need to do the following:

\clearpage

\chapter*{Key to Abbreviations} \vspace{\cftparskip}

\addcontentsline{toc}{chapter}{Key to Abbreviations} Your list of abbreviations here.

5.7

The

microtype

package and contents lists

If you use the microtype package with protrusion set, it’s best to turn it off before your contents

lists. You can do this by using \microtypesetup{protrusion=false} before the contents lists and \microtypesetup{protrusion=true}afterwards. Schematically:

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5.8

Public abstract

If your thesis requires a public abstract, it should go immediately before the regular abstract. Use the

{publicabstract}environment for this. Please note that you must have an abstract even if you also

have a public abstract.

5.9

Landscape figures and tables

If you have large figures and tables that must be rotated, you should use the[lscape]class option. This

enables a pagestyle lscapeand places the page numbers correctly on the long edge of the page. The

option loads the pdflscape package which provides a landscape environment to place the landscape

figure in. Before the landscape environment, you need to issue a\clearpagecommand and change the

pagestyle tolscape, and afterwards, change it back toplain. Schematically, then, any landscape pages

should be created in the following way.

\clearpage\pagestyle{lscape} \begin{landscape}

... your large table(s) or figure(s) here \end{landscape}

\pagestyle{plain}

Thelandscape environment makes all pages within it landscape, so if you have multiple landscape

figures in a row, you can put all of them inside a singlelandscape environment. This option correctly

rotates the landscape pages within the pdf document itself, which the thesis office seems to require.

5.10

Appendices

Appendices in a thesis are usually at the end of the document, but before the bibliography. MSU requires appendices to be preceded by a cover page which says either “Appendix” (if there is only one) or “Appendices” if there is more than one. The class implements this with two environments: {appendix}

for a single appendix and{appendices} for multiple appendices. If your thesis organization requires

appendices per-chapter, you must use the [chapterapp] class option. In either case, the code for

appendices is identical.

5.10.1

Single appendix

If you have a single appendix, your code should look like this:

\begin{appendix}

\chapter{Your appendix title} Appendix text goes here \end{appendix}

5.10.2

Multiple appendices

If you have more than one appendix, your code should look like this:

\begin{appendices}

\chapter{Your first appendix title} Appendix text goes here

\chapter{Your second appendix title} Appendix text goes here

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5.10.3

Appendices per chapter

If you need to add an appendix or appendices to a chapter, you must use the[chapterapp]class option.

The code for the appendices themselves is exactly as described above.

5.11

Bibliographies

The class places no constraints on how you do your bibliography. If you have per-chapter bibliographies, you must use the[chapterbib]class option. Before any bibliography (whether global or per-chapter)

you should use the\makebibliographypagecommand.

5.11.1

Bibliography spacing

Please note that although bibliography entries must be single spaced, there must be a space between each entry. This parameter is set by your bibliography package and not by the class itself. If you are usingnatbiborbiblatexthese spacing parameters are set for you by the class. If you are using another

package for your bibliography you are responsible for adjusting the relevant spacing parameters.

5.12

Customizing the look of things

I have created a basic looking style for Chapter headings based on the thatcher style in memoir. If

you want to change these things, you may, using the appropriate \renewcommand commands. More

information can be found in the memoir documentation. The Thesis Office seems to require dotted

leaders for the List of Figures/Tables in the Table of Contents, (despite the guide saying they are optional) even though they get typeset as Chapters. If you wish your Chapter headings to have no leaders, add the following command just after the\mainmattercommand. To put the dots back for the

Bibliography, repeat the same command right after the\backmattercommand, but replace\cftnodots

with\cftdotsep. The default template leaves dots everywhere, which should appease the thesis office. \addtocontents{toc}{%

\protect\renewcommand{\protect\cftchapterdotsep} {\cftnodots}}

Despite there being no explicit formatting requirements for Chapter headings (other than that they start 1 in from the top of the page), the thesis office has been known to dislike many things, so if you do decide to change things, be prepared for rejection or a frustrating fight.

5.13

Things to watch out for

• If you are having problems with the Thesis office about non-conforming formatting, please check first whether you have a local copy of the class instead of the latest version distributed via CTAN. The log file will reflect the date of the current version number. Remember if you are using the most current and updated TeXLive or MikTeX you will automatically have the latest version already and you should not need to install a local version. Overleaf users may need a local copy, since Overleaf is usually a year behind the TeXLive distribution schedule.

• If your title is long and you want to put a newline (\\) into it to improve the spacing, you must

precede the newline with\protect.

• Make sure you pay attention to any “Overfull hbox” warnings when you are producing your final copy. You should make sure you eliminate all of them or else the thesis office is likely to reject your thesis. One common way to eliminate such warnings is to place the command\sloppyat the

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• Remember to use the\tableofcontents*command so that your table of contents is not listed in

the table of contents.

• Remember to use the {appendix}environment for single appendices, and the {appendices}

en-vironment for multiple appendices. Do not use the standard LaTeX\appendixcommand.

• Remember to add the \makebibliographypage command before any bibliography in your

docu-ment.

5.14

Master’s Theses

Master’s theses are sometimes relatively short, and you may think that you can just have \section

commands with no chapters. This will not work. The class is designed to use chapters (and as far as I can tell, the Graduate School also expects chapters).

6

Bugs and redistribution

6.1

Current version

The latest copy of msu-thesis will always be available on CTAN. If you use MiKTeX, or a current

year TeX Live then their respective package managers will update or install the latest version. If you are using Overleaf, you may or may not have the most recent version, since Overleaf is usually about one year behind in its TeX distribution. If you are using a Linux-based distribution, or your TeXLive distribution is not the most recent year, you may need to install the latest copy in your local texmf

directory. If you want others to use the class, please point them to CTAN, or tell them to use an up-to-date TeX distribution so that they can use an up-to-up-to-date version with all accompanying documentation and examples rather than passing along your copy. Please report any problems you have with the class to meamunn@msu.edu, as this will aid in making things easier for those who follow you. If you prefer, you may also report issues using GitHub: github.com/amunn/msu-thesis. The Graduate School rarely announces changes it makes to the formatting requirements, so your problem reports are extremely helpful for keeping the class in compliance with the latest standards.

6.2

Archiving your thesis for the future

Since the current version of themsu-thesisclass satisfies the Graduate School requirements at any one

time, as these requirements change, you may find that if you need to recompile your thesis after you have graduated that the formatting changes. To avoid this, I would recommend saving an archived version of themsu-thesis.clsfile in the same folder as your thesis file. You only need to do this once you have

completely finished your thesis however; there’s no need to do it during the writing process.

6.3

Version history

Previous versions of msu-thesis (versions 1.0–1.4b) were created for non-electronic submission and

should not be used. Versions 1.5–1.6 (the first electronic submission versions) contained a\makeabstract

command and a separatemsuabstractenvironment. These have been removed as of version 1.7. Users

who are upgrading from earlier versions to version 1.7 do not need to change these commands how-ever but their use will trigger a warning.) Version 2.0 implemented landscape pages; version 2.1 added support forhyperref. Versions 2.2–2.5 mainly accommodated to the ever changing whims of the MSU

Graduate School. Version 2.6 fixed some appendix bugs introduced by the previous whim accommoda-tion. Version 2.7 fixed various small spacing issues, fixed a bug which prevented a new chapter page to be a landscape page, added support for the apacitepackage, and updated degree options. Version

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7

Acknowledgements

Thanks to Lars Madsen, Ulrike Fischer and Peter Wilson for help with setting up parts of the memoir code for versions 1.0–1.4 (now eliminated due to changed requirements). Thanks to Wolfgang Sternefeld for supplying the linguex spacing fix code, Leo Liu for the landscape page numbering code, which

greatly simplified my original version, and Florent Chervet for thehyperref code. Thanks also to the

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Appendix A

Sample template

You can find a copy of this templatehere.

\documentclass[PhD]{msu-thesis} % Your extra packages here %

% Define the title, author, field of study, date, and dedication (optional) %

\title{The syntax and semantics of phonology} \author{Joe Linguist}

\fieldofstudy{Linguistics} % should be in sentence case \dedication{This thesis is dedicated to someone.} \date{2014} % \begin{document} \frontmatter % \maketitlepage % \begin{abstract}

Your abstract text here \end{abstract} % \clearpage \makecopyrightpage \makededicationpage % \clearpage \chapter*{Acknowledgements} \DoubleSpacing

Your acknowledgements here % \clearpage \SingleSpacing \tableofcontents* \clearpage \listoftables \clearpage \listoffigures % \mainmatter

\chapter{Your first chapter} %

\appendix

\chapter{Your first appendix} \backmatter

\makebibliographypage \SingleSpacing

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Appendix B

Linguistic Examples with

gb4e

and

linguex

Themsu-thesisclass has been tested with both thegb4epackage, and thelinguexpackage.

Unfortu-nately some versions of gb4euse old font commands, and so doeslinguex, so if you encounter problems

with either package, load the class with the oldfontcommands option. Since linguistic examples are

usually single spaced, even in theses, you should use the\singleglosscommand (from the cgloss4e

package loaded by bothgb4e and linguex) to make your glosses examples singlespaced. The default

mode for examples themselves is to make them doublespaced. If you want all examples to be single spaced (which looks better if the examples take up more than one line) you need to put the following code in your preamble, which redefines theexe environment to be single spaced. The \patchcommand

macro is part of memoir. Other patching commands such as those provided by theetoolbox package

could also be used.

\patchcommand{\exe}{\SingleSpacing}{}

For thelinguexpackage, you can use the following code: \patchcommand{\ex}{\SingleSpacing}{}

\renewcommand{\ExEnd}{%

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